USTrust Company
U.S. Trust, Bank of America Private Wealth Management was founded in 1853 as the United States Trust Company of New York. It operated independently until 2000, when it was acquired by Charles Schwab, and Co., and subsequently was sold to, and became a subsidiary of, Bank of America in 2007. Acquisition date: November 20, 2006 Parent organizations: Bank of America, Bank of America, National Association Subsidiaries: U.S. Trust Co. of New York,
USTrust List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at USTrust. You can filter them based on skills, years of employment, job, education, department, and prior employment.
USTrust Salaries. You can even request information on how much does USTrust pay if you want to. Learn about salaries, pros and cons of working for USTrust directly from the past employees.
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USTrust Employees
Undisclosed January 2015 - Present
Klama Services Corp. January 2000 - Present
HP 2012 - 2014
Weil, Gotshal & Manges LLP June 2008 - September 2012
USTrust 2006 - 2008
Bank of America 2006 - 2008
JPMorgan 2004 - 2006
Deutsche Bank 2001 - 2004
Prudential Financial 1999 - 2001
Practising Law Institute 1997 - 1999
Skills
Microsoft SQL Server, Sybase, Oracle, MySQL, Database Administration, Data Warehousing, Data Modeling, Data Migration, Database Design, ETL, Performance Tuning, SQL Tuning, Databases, SQL, Crystal Reports, Stored Procedures, Business Intelligence, SSIS, Business Analysis, Relational Databases, Disaster Recovery, T-SQL, SSRS, SDLC, Unix Shell Scripting
Education
Северо-Западный Заочный Технический Университет 1901 — 1905
Bachelor of Science, CS
Norwood Bank September 1996 - Present
Boston Trade Bank January 1987 - May 1991
USTrust 1982 - 1986
Skills
Loans, Commercial Lending, Credit, Credit Analysis, Mortgage Lending, Financial Analysis, Underwriting, Banking, Asset Managment, Risk Management, Commercial Real Estate, New Business Development, Real Estate Economics, Real Estate, Mergers & Acquisitions, Portfolio Management, Asset Management, Investment Properties, Investments, Refinance, Mortgage Banking, Loan Origination, Consumer Lending, FHA, Commercial Banking, Residential Mortgages, Real Estate Financing, Financial Services, Small Business Lending, Funding
Education
Saint Michael's College 1978 — 1982
Bachelor of Arts (B.A.), Economics
Iron Mountain January 2012 - Present
Fidelity Investments 2001 - 2010
Fidelity Investments 1996 - 2001
USTrust 1992 - 1996
The Trover Company 1989 - 1992
The Kirkland Group 1985 - 1989
Skills
Real Estate, Real Estate Development, Leases, Strategy, Corporate Real Estate, Negotiation, Project Management, Portfolio Management, Team Leadership, Mergers & Acquisitions, Property Management, Disposition, Situational Leadership, Location Intelligence, Thought Leadership, Real Estate Economics, Acquisitions, Leadership, Mergers, Cross-functional Team..., Management, Real Estate Transactions, Organizational..., Dispositions, Commercial Real Estate
Education
Massachusetts Institute of Technology 1984 — 1985
Master of Science in Real Estate, Real Estate Development
Cornell Law School 1981 — 1984
JD, Law
Boston University 1976 — 1980
BA, magna cum laude, Economics
Ocean City High School
High School diploma, College Prep
Santander Bank, N.A. April 2014 - Present
RJM Security Consulting, LLC May 2013 - May 2014
FS-ISAC October 2013 - April 2014
Financial Crime Partners June 2013 - April 2014
Diebold, Incorporated 2012 - 2013
RBS Citizens 2009 - 2012
Citizens Bank 2008 - 2009
Citizens Bank 2000 - 2008
Avon Fire Department 1981 - 2005
USTrust 1994 - 2000
Skills
Physical Security, Homeland Security, Fraud Prevention, Team Building, Due Diligence, Corporate Investigations, Risk Assessment, Crisis Management, Security Operations, Compliance, Access Control, Strategic Planning, Vulnerability Assessment, Budgeting, Risk Mitigation, Problem Solving, AML, Executive Protection, Business Continuity, Security Systems &..., Cyber & e-crime, Culture & Awareness, Security, Risk Management, Fraud, Budgets, Banking, Private Investigations, Investigation, Corporate Security, Information Security, Emergency Management, Security Management, Protection, Surveillance, Security Audits, Leadership, Enterprise Risk..., Financial Risk, Cybercrime, Information Security..., Internal Investigations, Security Awareness, Fraud Detection, Integration, Management, Operational Risk, Computer Forensics, Training, Government
Education
Northeastern University 1978 — 1983
BS, Criminal Justice
Vaillancourt and Pescatore Financial Group, LLC November 2014 - Present
Ameriprise Financial Services, Inc. November 2008 - November 2014
Smith Barney March 2002 - November 2008
Merrill Lynch September 1996 - March 2002
USTrust July 1987 - September 1996
Arlington Trust Company February 1978 - July 1987
Skills
Retirement Planning, Investment Advisory, Investment Strategies, Stocks, Bonds, Mutual Funds, Wealth Management, Life Insurance, Disability Insurance, Term Life Insurance, Tax Advisory
Education
Babson College
Master of Business Administration (MBA)
Merrimack College
Bachelor of Arts (BA)
Penn State University
Master of Public Administration (MPA)
Uno Restaurant March 2011 - Present
Community 1992 - Present
Employee Relations Solutions February 2010 - February 2011
Uno Restaurants October 2008 - February 2010
USTrust December 1995 - February 1998
Law Offices of Gary H. Goldberg January 1995 - December 1995
Massachusetts Association of Mediation Professionals and Practitioners December 1994 - July 1995
Krokidas & Bluestein, Boston June 1993 - January 1995
Massachusetts Commission Against Discrimination December 1992 - June 1993
Chemical Bank February 1987 - July 1989
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1989 — 1992
JD, Law
Brown University 1981 — 1985
BA, Urban Studies and Sociology
Wells Fargo June 2015 - Present
Atlantic Power Corporation May 2012 - October 2014
Heart & Soul Boutique and Consignment July 2010 - February 2012
Abiomed November 2008 - June 2010
Beacon Communities LLC February 2004 - May 2008
Easternbank February 2003 - February 2004
Converge, Inc. April 2001 - February 2003
USTrust September 1991 - June 2000
Skills
Microsoft Office, PowerPoint, Administrative..., Marketing Strategy, Social Media, Marketing Management, Go-to-market Strategy, Online Advertising, Painting, Skin Care, Wellness, Microsoft Excel, Microsoft Word, Customer Service, Strategic Planning, Sweet, Marketing, Payroll, Sales, Human Resources, Start-ups, Strategy, Administrative..., Training
Education
Marian Court College 1988 — 1990
Associate of Science (A.S.), Business Administration and Management, General
The Cooperative Bank 2015 - Present
East Cambridge Savings Bank 2013 - Present
Cambridge Savings Bank 2011 - 2013
East West Bank 2007 - 2010
Century Bank 2003 - 2007
Boston Federal Savings Bank 2002 - 2003
Citizens Bank 2000 - 2002
USTrust 1992 - 2000
Skills
Loans, Commercial Lending, Commercial Real Estate, Credit, Banking, Mortgage Lending, Retail Banking, Cash Management, Small Business Lending, Commercial Banking, Credit Analysis, Risk Management
Education
Eastern Connecticut State University
Parametric April 2013 - July 2013
Charles Schwab November 2011 - November 2012
NORTHFIELD TRADING LP October 1992 - June 2010
Thunderbird School of Global Management January 1989 - January 1991
USTrust May 1987 - January 1990
Skills
Hedging, Options, Proprietary Trading, Fixed Income, Asset Managment, FX Options, Investments, Capital Markets, Securities, Electronic Trading, ETFs, Equity Derivatives, Managed Futures, Due Diligence, FINRA, Strategic Planning, Asset Management, Risk Management, Portfolio Management
Education
Thunderbird School of Global Management 1990 — 1991
Master of Business Administration (MBA), International Finance
Boston University 1985 — 1987
BA, International Economics
Reis March 2012 - Present
Freelance/Consulting April 2003 - Present
Harvard University Extension School July 2006 - May 2011
Christian Science Monitor March 2005 - March 2009
FleetBoston Financial April 2000 - March 2003
USTrust January 1999 - March 2000
MCC Inc August 1995 - January 1999
The Boston Company January 1994 - August 1995
The Boston Company June 1993 - January 1994
The Boston Company October 1992 - June 1993
Skills
Writing and..., copy editing, Journalism, structural editing, Proofreading, Ghostwriting, Teaching, Project Management, Word, Excel, Research, Accounting, Budgeting, Financial Reporting, Financial Analysis, Payroll, Bookkeeping, Customer Service, Retail, Customer Relations, Writing, Copy Editing, Microsoft Office, Microsoft Excel, Editing, Public Relations, Budgets, Web Content, Freelance Writing, Blogging, Microsoft Word, Social Media, Community Outreach, Newspapers, Newsletters, Social Networking, Creative Writing, Editorial, Nonprofits, Books, WordPress, Social Media Marketing, Public Speaking, Press Releases, Media Relations, Copywriting, Content Strategy, Publications, Feature Articles
Education
Emerson College
Masters, Publishing and Writing
Harvard University Extension School
Graduate Certificate, Publishing and Communications
Northeastern University
Bachelor of Science; BSBA, Business Administration; Accounting
Appleton Partners, Inc. 2003 - Present
USTrust Company of Boston 1996 - 2003
USTrust 1996 - 2003
BayBank 1986 - 1996
Gardner and Preston Moss 1982 - 1986
State Street Research 1980 - 1982
Skills
Portfolio Management, Investments, Alternative Investments, Asset Management, Finance, Asset Managment, Mutual Funds, Financial Analysis, Fixed Income, Strategic Planning, Securities, Equities, Banking, Financial Services, Financial and..., Wealth Preservation..., Multi-generational..., Private Equity, Private Banking, Trust Management, Family Office, Estate Planning
Education
Boston University 1998 — 2001
MFP, Financial Planning and Services
Northwestern University - Kellogg School of Management 1992 — 1994
Trust Administration
Simmons College - Simmons School of Management 1988 — 1991
MBA, Finance
Bentley University 1977 — 1981
BS, Finance
The Debt Exchange February 2006 - Present
Suffolk University Sawyer School of Mgmt - Adjunct Professor January 2004 - May 2008
Citizens Bank 2001 - 2006
Citizens Capital 1995 - 2001
USTrust 1991 - 1994
FMRC 1991 - 1991
Mechanics Bank 1989 - 1991
Skills
Venture Capital, Loans, Investments, Portfolio Management, Credit, Business Planning, Commercial Lending, Credit Analysis, Commercial Mortgages, Banking, Asset Management, Valuation, Real Estate Economics, Commercial Banking, Underwriting, Due Diligence, Financial Analysis, Credit Risk, Mortgage Lending, Private Equity, Loan Origination, Asset Based Lending, Risk Management, Finance
Education
Suffolk University - Sawyer Business School 1995 — 2000
MBA, Business
Saint Anselm College 1983 — 1987
Bachelor of Arts (BA), Business Administration and Management, General
GE Capital July 2013 - Present
GE Capital March 2010 - June 2013
Orange Leaf Frozen Yogurt 2013 - 2013
Rockland Trust Company June 2006 - March 2010
GE Capital 2010 - 2010
SunGard Trading & Risk Systems November 1999 - May 2006
USTrust 1996 - 2000
Skills
Banking, Risk Management, Budgeting, MIS, Financial Analysis, Funds Transfer Pricing, Budgets
Education
Bentley University 1996 — 1996
Bentley University 1993 — 1996
Bentley University 1992 — 1996
BS, Accounting
Global Alternative Investment Services, Inc. at Wells Fargo February 2006 - Present
Wachovia October 2003 - January 2006
Merrill Lynch January 1999 - September 2003
USTrust 1994 - 1998
American Skandia 1992 - 1994
Skills
Alternative Investments, Hedge Funds, Series 7, Mutual Funds, Managed Futures, Fixed Income, Equities, Asset Managment, Securities, Portfolio Management, Investment Strategies, Asset Allocation, Investments, Series 63, Investment Advisory, Institutional Sales, Private Equity, Due Diligence
Education
Boston University Questrom School of Business 1995 — 1996
MBA, Finance
Pace University - Lubin School of Business 1988 — 1991
BBA, Finance
Needham Bank March 2011 - December 2011
HarborOne Credit Union July 2009 - November 2009
Nations Heritage Federal Credit Union June 2007 - July 2009
Benjamin Franklin Bank March 2006 - March 2007
Advertising Agency September 2003 - March 2007
Medford Co-operative Bank February 2002 - October 2003
Manpower International Staffing March 2001 - December 2001
Greater Boston Federal Credit Union May 2000 - January 2001
Bay State Federal Bank February 1998 - February 2000
USTrust November 1996 - January 1998
Skills
Strategic Planning &..., Marketing & Community..., Organizational..., Training & Talent Share, Change Management, Training, Strategic Planning, Marketing, Strategy, Team Building, Leadership Development, Marketing Strategy, Banking, Leadership, Business Development, Management, Performance Management, Program Management, Budgets, Cross-functional Team..., Sales, Start-ups
Education
CUES CEO Institute 2008 — 2010
CCE (Certified Chief Executive), CEO Institute
Cambridge College 2001 — 2004
Masters, Organizational Development
Cambridge College 2001 — 2004
Certificate, Advanced Business Negotiation and Conflict Resolution
New England College of Business and Finance 1992 — 2000
Banking and Management
Middlesex Savings Bank March 2006 - Present
Middlesex Savings Bank January 2000 - February 2006
USTrust May 1984 - January 2000
Skills
Commercial Lending, Banking, Financial Analysis, Franchising, Real Estate, Investments, Loans, Expense Management, Community Service, Team Building, Team Leadership, Commercial Banking, Strategic Planning, Pro Bono, Credit, Mortgage Lending, Small Business Lending, Credit Analysis, Management, Commercial Mortgages, Portfolio Management, Cash Management, Real Estate Economics, Asset Management, Due Diligence, Underwriting, Finance, Loan Origination, Risk Management, Retail Banking, Relationship Management, Lines Of Credit, Financial Services, Leadership, Customer Service
Education
BOMI 2009 — 2012
FMA Certification
BOMI 2006 — 2009
RPA Certification
Vanderbilt University 2005 — 2006
Certificate of Completion
University of Wisconsin-Madison 1998 — 1999
Certificate of Completion
University of New Hampshire -- Peter T. Paul College of Business and Economics 1976 — 1980
BS
Wells Fargo Bank September 2003 - Present
USTrust February 1998 - August 2003
Education
University of California, Santa Barbara 1982 — 1986
BA, Liberal Studies
EICSL 2000 - Present
Sovereign Bank August 2006 - July 2014
USTrust 1988 - 1999
Skills
Small Business Lending, Commercial Banking, Consumer Lending, Commercial Lending, Banking, Mortgage Lending, Branch Management, Loan Origination, Loans, Lines Of Credit, Credit, Retail Banking, Relationship Management, Credit Analysis, Cash Management, Customer Service, Deposits
Education
University of Massachusetts Lowell 1986 — 1988
Southern New Hampshire University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rockland Trust Company October 2001 - Present
USTrust 1996 - 2001
Education
Bentley University 1979 — 1983
Sovereign Bank May 2002 - Present
Sovereign Bank 2000 - Present
Santander Bank, N.A. 2000 - Present
Ustrust 1986 - 2000
Skills
Commercial Banking, Commercial Lending, Loans, Banking, Customer Service, Small Business Lending, Credit, Consumer Lending, Credit Analysis, Commercial Mortgages, Mortgage Lending
Education
Boston University
Montesin Enterprises LLC October 2010 - Present
Montesin Enterprises LLC October 2003 - Present
Watertown Community Access Center September 2013 - August 2014
Bentley University September 1996 - June 2012
USTrust April 1962 - February 1996
UST Corp. and USTrust Bank 1990 - 1996
Skills
Spanish, Higher Education, E-commerce, Teaching, Data Analysis, Public Speaking, Academia, Nonprofits, Leadership, Statistics, Qualitative Research, University Teaching, PowerPoint, Microsoft Office, Microsoft Excel, Financial Analysis, Microsoft Word, Social Media, Accounting, Management Consulting, Event Planning, Entrepreneurship, Project Management, Strategy, Program Management, Analysis, Strategic Planning, Management
Education
Boston Graduate School of Psychoanalysis 2014 — 2015
One Year Program in Psychoanalysis- Graduated June of 2015, Psychoanalysis and Psychotherapy, Passed of two possible, Passed or No Passed.
Nova Southeastern University 1991 — 1998
PhD, Computer Technology in Education
Babson College 1976 — 1978
MBA, Accounting
Notheastern University 1966 — 1976
Bachelor of Science, MIS(1972); Accounting(1976)
Montesin Enterprises LLC 2006 - Present
Bentley University September 1996 - Present
USTrust April 1962 - February 1996
Skills
SAP R/3, Spanish...
Education
Nova Southeastern University 1991 — 2008
PhD, Computer Technology in Education
Babson College - Franklin W. Olin Graduate School of Business 1976 — 1978
MBA, Accounting
Northeastern University 1966 — 1978
BS, Information Systems and Accounting
Webster Bank July 2009 - Present
New Hampshire Air National Guard July 1984 - Present
Sovereign Bank July 2001 - July 2009
Merrill Lynch 2000 - 2001
USTrust 1992 - 2000
Skills
Risk Management, Customer Relations, Banking, Portfolio Management, Sales Management, Direct Sales, Cash Management, Commercial Banking, Asset Management, Business Development, CRM, Change Management, Commercial Lending, Credit, Credit Analysis, Customer Service, Financial Analysis, Financial Services, Investments, Leadership, Management, Process Improvement, Product Management, Relationship Management, Strategic Planning, Strategy, Team Building, Treasury Management, Wealth Management
Education
Norwich University 2008 — 2010
MBA, Finance
Salem State University 1988 — 1992
BS, Finance & Economics
Commonwealth of Massachusetts September 2011 - Present
2010 US Census 2010 - 2010
Citizens Bank March 2005 - December 2005
Citizens Bank January 2000 - February 2005
USTrust August 1994 - December 1999
USTrust March 1992 - August 1994
USTrust January 1989 - March 1992
JohnHancock Property and Casualty Insurance Companies April 1985 - November 1988
Skills
Consumer Law, USA PATRIOT Act, Risk Management, Public Speaking, Strategy, Program Management, Healthcare
Education
Harvard University Extension College
Northeastern University
Suffolk University - Sawyer School of Management
Bachelor Arts, Business Administration
USTrust March 2005 - Present
US Trust March 2005 - Present
Bank of America 2005 - Present
US Trust, Bank of America 2005 - Present
DePaul University September 1992 - Present
Bank of America March 2005 - March 2008
Bank of America 2005 - 2008
JPMorgan 1999 - 2005
JPMorgan Chase 1999 - 2005
First National Bank of Chicago 1983 - 2005
Skills
Portfolio Management, Investments, Equities, Alternative Investments, Asset Managment, Financial Analysis, Fixed Income, Capital Markets, Asset Allocation, Asset Management, Private Equity, Strategy, Due Diligence, Mergers & Acquisitions, Investment Management, Equity Research, Finance, Financial Modeling, Wealth Management, Valuation, Hedge Funds
Education
AICPA
Chartered Global Management Accountant, Management Accounting
CFA Institute 1985 — 1990
CFA, Finance/Investment Management
University of Illinois at Urbana-Champaign 1976 — 1977
CPA, Accounting
Northern Illinois University 1967 — 1975
BS, MBA, Marketing and MBA
Blue Hills Bank May 2014 - Present
RBS Citizens NA January 2000 - May 2014
USTrust 1987 - 2000
Charter Development January 1986 - May 1987
BayBank January 1980 - December 1985
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Loans, Credit Analysis, Risk Management, Credit Risk, Financial Analysis, Financial Services, Finance, Strategic Planning, Cash Management, Leadership, Small Business Lending, Consumer Lending, Financial Risk, Relationship Management, Loan Origination, Treasury Management, Portfolio Management
Education
Northeastern University 1977 — 1979
Master of Business Administration (M.B.A.), Finance
University of Rochester 1972 — 1976
Bachelor's Degree, Biology
Braintree High School
Braintree High School
Hanover High School
Hanover High School
ADP December 2014 - Present
ADP October 2011 - December 2014
Benefit Concepts November 2009 - October 2011
American General 2001 - 2008
USTrust 1992 - 1999
Skills
Management, Customer Service, Training, Leadership, Sales, Team Building, Microsoft Office, Customer Satisfaction, Microsoft Word, Call Centers, Payroll Services, ADP Payroll, Payroll Taxes
Education
Bridgewater State University 1992 — 1994
Cardnal Spellman High School
Currently Seeking New Role June 2013 - Present
Tegrit Group January 2012 - June 2013
SunGard Consulting Services March 2007 - August 2011
Invesco 1997 - 2008
USTrust 1990 - 1995
Skills
Project Management, Retirement Plan..., OMNI, Back Office, Electronic Trading, Conversions, Settlement, Financial Systems, Project Plans, Business Analysis, Management Consulting, Retirement Services, Leading Projects, Performance Measurement, Software Implementation, Financial Sector, Corporate Actions, Financial Services, Retirement, Requirements Gathering, Program Management, Vendor Management, Data Conversion, Mutual Funds, Management, 401k, Business Process..., Defined Benefit
Education
Westfield State University 1981 — 1984
BA, Economics/Political Science
Westfield State University 1981 — 1984
economics, political science, economics, political science
University of Maine 1980 — 1981
Citizens Bank March 1990 - Present
Citizens Bank March 1990 - January 2014
Ustrust March 1990 - 1999
Homeowners Savings 1990 - 1990
Bank of New England 1985 - 1989
Patriot Bank 1984 - 1985
Lynn Five 1983 - 1984
Mutual Bank 1979 - 1983
Skills
Banking, Loans, Commercial Banking, Commercial Lending, Consumer Lending, Portfolio Management, Retail Banking, Relationship Management, Cash Management, Small Business Lending, Lines Of Credit, Mortgage Lending, Cross Selling, Mortgage Banking, Refinance, Loan Origination, Wealth Management, Commercial Mortgages, SBA, Private Banking, Branch Management, Deposits, Credit, Residential Mortgages, Financial Services, Credit Cards, Branch Banking, Home Equity Loans, Operational Risk, Home Equity Lines of...
Education
Suffolk University - Sawyer Business School 1985 — 1987
EMBA, Management/Finance
University of Massachusetts, Amherst 1974 — 1978
BS
MultiPlan October 2000 - Present
Ustrust July 1989 - July 2000
Skills
Requirements Analysis, Enterprise Software, SDLC, Management, Data Center, Process Improvement, Project Planning
Education
Boston University 1994 — 1995
Certificate In Windows Development
Suffolk University
Certificate in Management Studies
Learning Tree International
UNIX Professional Certification, March 2002
SFN Designs 2009 - Present
USTrust 1984 - 1995
Education
University of Massachusetts, Amherst 1977 — 1981
BS, HRTA
Highmark Companies December 2012 - Present
AAA Southern New England November 2002 - August 2012
VITEL SOFTWARE 2000 - 2001
datasys 1999 - 2000
USTrust 1994 - 1999
Book corner 1991 - 1994
Education
Northeastern University 1999 — 2000
Certificate, Computer Systems Specialist Program, GPA 3.6
Worcester State University 1991 — 1996
Bs, Business
Tantasqua 1978 — 1984
Keller Williams Realty 2013 - Present
Coldwell Banker Residential Brokerage August 2012 - August 2013
Keller Williams September 2009 - August 2012
Coldwell Banker Residential Brokerage May 2006 - August 2009
Self-employed 2001 - 2006
Student.com and TVGrid.com 2000 - 2001
The Boston Gas Company 1999 - 2000
USTrust 1994 - 1999
Cambridgeport Bank 1992 - 1994
Skills
Real Estate, Marketing Strategy, Sellers, Buyer Representation, Product Marketing, First Time Home Buyers, New Home Sales, Real Estate Transactions, Investment Properties, Condos, Selling, Residential Homes, Commercial Real Estate, Marketing, Listings
Education
Boston University Graduate School of Management
Tufts University
HarborOne Bank February 2014 - Present
Admirals Bank November 2012 - January 2014
The Maimonis Household February 2011 - September 2012
Massachusetts Housing Finance Agency 2010 - 2011
Graystone Solutions, Inc. 2003 - 2010
Premier Capital, Inc., 1999 - 2003
USTrust 1996 - 1999
Fannie Mae 1995 - 1996
Shawmut Bank 1985 - 1995
Skills
Strategic Planning, Loss Mitigation, Loan Servicing, Bankruptcy, REO, Executive Management, Portfolio Management, Financial Services, Financial Risk, Consumer Lending, Credit Risk, Loans, Foreclosures, Performance Management, Negotiation, Credit Analysis, Real Estate, Management, Process Improvement, Securitization, Credit, Risk Management, Default, Mortgage Lending, Program Management, Banking, Underwriting, Analysis, Training, Loan Origination, Finance, Leadership, Mortgage Servicing, Loan Modifications, Residential Mortgages, Mortgage Banking, Financial Analysis, FHA, Vendor Management
Education
Brandeis University
B.A.
The Appraisers Collaborative June 2012 - Present
Digital Credit Union July 2010 - July 2011
Holbrook Cooperative Bank March 2004 - June 2009
Horizon Bank & Trust March 1999 - March 2004
USTrust July 1987 - March 1999
Skills
Commercial Lending, Loans, Credit, Banking, Commercial Banking, Credit Analysis, Small Business Lending, Financial Analysis, Commercial Mortgages, Cash Management, Strategic Planning, Loan Origination, Commercial Real Estate
Education
Stonier Graduate School of Banking 2005 — 2007
Masters, Graduate School of Banking
Lesley University 1992 — 1994
Master of Science (M.S.), Management
University of Massachusetts, Amherst 1983 — 1987
B.A., Economics
Citizens Bank July 1983 - Present
USTrust July 1983 - February 2000
Lechmere Sales September 1987 - January 1991
Skills
Deposits, Customer Service, Microsoft Word, Risk Management, Banking, Debit Cards, Microsoft Excel, Process Improvement, PowerPoint, Microsoft Office, Outlook, Coaching, Team Building, Team Leadership, Operational Risk..., Software Documentation, Credit, Bank Secrecy Act, Accounts Receivable, Commercial Lending, Data Entry, Retail, Accounts Payable, Government, Account Management, Mortgage Lending, Outsourcing, Retail Banking, Leadership, OFAC, Public Speaking, Contract Negotiation, Marketing, Financial Services, Fundraising, Program Management, Data Analysis, Financial Statements, Commercial Banking, Event Planning, Change Management, Strategic Planning, Fraud Detection, Management
Education
Fisher College 2008 — 2012
BS, management/marketing
Arlington High School 1976 — 1980
High School Diploma, Executive Assistant/Executive Secretary
USTrust 2005 - 2015
Education
Providence College
Bachelor's degree
Stamford High School
Citibank January 2012 - Present
Citizens Bank 2000 - 2011
USTRust 1984 - 2000
Education
University of Massachusetts, Amherst 1980 — 1984
Bachelor of Science (BS), Finance, General